Zoho Books Software

We use this everyday in our small business for tracking customers, payments, and expenses. No major issues whatsoever.

Pros

Very easy to implement for our small business. The mobile app was better than average. The low cost.

Cons

I'd like to see more integrations with tools outside the Zoho suite.

Pros

The only good thing is that it appears good value when bundled with Zoho One. Suits casual user or startups. If your business is bigger, look elsewhere.

Cons

Where do I start? I thought my previous invoicing software was bad, at least it worked. Zoho Books gave the impression that everything was integrated into a one-stop service. It is not the case. There is sort of double entry work importing Zoho Expenses into Zoho Books. Paypal integration stopped suddenly and resolved after a call to customer support. UI can be improved, especially notifications. 500 contacts under the medium plan & I can't delete old contacts I've reached the limit. So now, I can't add new customers or vendors. Will be asking for refund and looking for other invoicing apps.

Zoho books has allows us to keep all of our accounting needs in check and allowed us to monitor our business with ease.

Pros

I love that Zoho Books is very user friendly and easy to use. It makes keeping up with our workflow very easy. I love that everyone within our company that needs to can access it on any device at anytime. I also love that it has the reports feature so that we can see how well the business is doing.

Cons

The only con I find with this program is the price once you start having more than so many vendors. But besides that I love it.

Pros

Pros are that this software can even be operated from mobile,normally accounting softwares are desktop suuted version in India.

Cons

I doubt on yhe security provided . I felt its good but still need to be better. Compare to tally erp it lacks in this segment.

Pros

Zoho is really providing value for money with Zoho books accounts. It is a steal deal with Zoho one plan. Easy to use accounting software even for a novice. GST friendly(if you are in India)

Cons

User experience could be better. More payment gateway options are needed.

Pros

Nice app design and good interface and easy to navigate

Cons

The level of integration with other tools

I used Zoho Books for my own practice for 3 years+for a few of my Clients. It's fast and reliable, and developers are improving it very regularly - adding new features constantly.
I would highly recommend using it especially in the businesses that would also use other software from Zoho-like e-mail or CRM-they're well priced and are extremely cost-effective.

Pros

Zoho Books is lightning fast-miles ahead of the competition if it comes to the speed of the software. The actual user experience is very close to the desktop software.
Another good feature is its customizability - you'll find a plethora of options with Zoho, obviously designed with advanced reporting tools that come with Zoho Suite in mind.
What's important - importing and exporting stuff from Zoho is also very simple - that comes in handy if you want to switch to another software from Zoho, you'll be able to do it-most counterparts allow you to migrate data only partly.
Importing journals-extremely important feature-works flawlessly.

Cons

No integrated payroll functionality - small flaw, as you can easily import journals from the software of your choice.
Average bank reconciliation - filtering records is difficult, custom sorting as well.
No itegrated CIS solution.
No reporting directly to HMRC.

Pros

It is relatively inexpensive but there is a reason for that.

Cons

There is far better and easier to use accounting software out there that puts Zoho to shame. I wouldn't waste my money on Zoho when the others are brilliant

In general terms I liked it. I have used it for three years and it is very useful for me. Ideal small work teams.

Pros

What I like most is the ease of use. It is quite intuitive.

Cons

You should be aware of the updates, as they could affect your workflow

Pros

Love that I can customize my email templates that go out to my customers. I love that I can customize on how my invoices look and the design. My customers love that I use Zoho Books because It integrates with an all in One Payment Center where my customers can log in and manage their billing account(s). I like that the software allows me to track expenses along side my earnings and at the same time still invoicing and estimating my customers within their contact (accounts).

Cons

I wish that It would integrate with a telephony feature

Pros

I liked the free usage of most of the products.

Cons

I tried to use Zoho books, but it was confusing and difficult to get setup quick. option/decision fatigue.

Pros

The software is simple in a sense that most our clients learn to use it for their businesses and personal use per our suggestion. The highly rated feature of this software is the possibility of uploading receipts and having an electronic copy for safekeeping and documentation purposes. This software also auto scans invoices which are beneficial and time-saving. The reports are useful and timely, allowing our team and clients to be up-to-date with their financial record.

Cons

Integration of Zoho books and Zoho expense is confusing and needs more updates. Bugs are present upon use. I am hoping for a future update that might fix this complication. Overall, the software is amazing and highly recommended.

We were able to immediately set-up and manage out A/P and A/R using this system. We created a professional interface with our customers that translates into confidence in our business.

Pros

The Books application set-up for use by a novice or expert. There are a ton of pre-made templates included and ready to go. Customization of the templates and tools are super easy.

Cons

The banking downloads and sync feature is not made for speed. They need more options for making payments to vendors.

Pros

This is quite a good option for keeping records. This software has excellent support to its users and gets updates on a regular basis that is they continue to add new features. In order to keep a view on the progress you can view automatically generated reports in a graphical representation which is very easy to understand. They will also give you payment reminders of invoices so that you won’t miss any post-dated activity.

Cons

I don’t even get the point that even I can modify the invoices in this software or not, if not then zoho should add this option and if yes than they should make it easy to understand by any user. They should also add the option of copy to store company’s data in the system because this option is not available we have to keep paper records instead. They should make it a cloud based software because when you change the system you should face the difficulty of transferring data.

Overall, Zoho Books works perfectly for my digital marketing company. Online payments, invoicing, credits, client portals, many integrations, and much more. The few issues I have with the software are quickly forgotten about when you consider the low price tag.

Pros

- The price simply cannot be beaten. There are a lot of features for the monthly price.
- Bank syncing works well and there have never been any problems with linking any of the bank on my account.
- Invoice and email customization is sufficient enough to differentiate itself from competitors.
- Client portals allow clients to log in and see their billing history.
- Zoho books can integrate with many other platforms via their API and through Zapier.

Cons

- The interface is a little hard to follow sometimes. There is too much white with tiny little lines across the screen. Looks "out of focus" a lot of the time.
- Recurring expenses are not handled well, in my opinion. There isn't an easy way to see expenses that were auto-created for easy removal.

- Improved accounting operations
- Enhanced financial reporting
- Customizable templates

Pros

I found that Zoho books was simple to learn and start using, users do not require prior accounting skills. The templates are simple and straight forward, it is fast and supports multi users and currencies. The feature to create a portal for clients and suppliers is an additional bonus

Cons

We were unable to interface it with our previous accounting system in order to export data. So we had to input the historical data manually. Other than that it has worked great for us

Pros

It provides variety of useful features:
Invoicing facility, Easy to use interface,banking information fetching capability etc.

Cons

Lesser offline mode facilities.Sometimes skip notifications for GST.

Pros

Very easy to connect to your bank accounts, credit cards, etc. Had this up and running in a matter of a few hours with no prior experience.

Cons

Lots to learn in the application and requires some instruction to get your money's worth. Wish I had spent more time learning how deep the tool goes.

Pros

Unique Customer portal.Nice Mobile apps. Recurring Invoice.Quotation making.Bank statement fetching.

Cons

No offline data entry option available.SMS integration is not easy.Whatsapp,messenger and telegram integration needed for sending quotation and invoice.

Pros

thanks to zoho books I can easily manage my money flowing in and out of my work and the most important thing that allows me to keep track of my well-organized bills.

Cons

I really do not have any problem with zoho books thanks to this software I can keep a reliable and safe accounting